Purchases and Sales Made in Q3 2024 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q3 2024. The information is specifically focused on institutions that hold shares of Duke Energy CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
108+ 1.77% |
$10.7K - $12.7K
|
6.22K
$664K
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
107+ 0.81% |
$10.6K - $12.6K
|
13.3K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
107+ 1.16% |
$10.6K - $12.6K
|
9.35K
$999K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
105+ 0.21% |
$10.4K - $12.4K
|
49.5K
$5.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
105+ 0.62% |
$10.4K - $12.4K
|
17K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
103+ 3.49% |
$10.2K - $12.1K
|
3.06K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
102+ 1.64% |
$10.1K - $12K
|
6.32K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
101+ 1.71% |
$10K - $11.9K
|
5.99K
$640K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
100+ 1.24% |
$9.94K - $11.8K
|
8.17K
$873K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
100+ 3.89% |
$9.94K - $11.8K
|
2.67K
$285K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
100+ 5.0% |
$9.94K - $11.8K
|
2.1K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
100New |
$9.94K - $11.8K
|
100
$10.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
100+ 13.33% |
$9.94K - $11.8K
|
850
$90.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
100+ 0.03% |
$9.94K - $11.8K
|
357K
$38.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
98+ 0.35% |
$9.74K - $11.5K
|
28.3K
$3.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
97+ 30.99% |
$9.64K - $11.4K
|
410
$43.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
95+ 0.5% |
$9.44K - $11.2K
|
19K
$2.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
93+ 5.98% |
$9.24K - $10.9K
|
1.65K
$176K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
93+ 0.92% |
$9.24K - $10.9K
|
10.2K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
93+ 4.0% |
$9.24K - $10.9K
|
2.42K
$258K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
93+ 0.59% |
$9.24K - $10.9K
|
16K
$1.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
92+ 1.42% |
$9.14K - $10.8K
|
6.59K
$704K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
92+ 3.49% |
$9.14K - $10.8K
|
2.73K
$292K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
91+ 0.24% |
$9.04K - $10.7K
|
37.5K
$4M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
90+ 4.85% |
$8.94K - $10.6K
|
1.94K
$208K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
87+ 116.0% |
$8.64K - $10.2K
|
162
$17.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
86+ 1.79% |
$8.54K - $10.1K
|
4.89K
$522K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
86+ 3.92% |
$8.54K - $10.1K
|
2.28K
$243K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
84+ 0.26% |
$8.35K - $9.89K
|
32.1K
$3.42M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
83+ 27.76% |
$8.25K - $9.77K
|
382
$40.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
82+ 3.76% |
$8.15K - $9.65K
|
2.27K
$242K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
82+ 2.54% |
$8.15K - $9.65K
|
3.31K
$354K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
81+ 109.46% |
$8.05K - $9.53K
|
155
$16.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
80+ 0.59% |
$7.95K - $9.42K
|
13.6K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
79+ 2.1% |
$7.85K - $9.3K
|
3.84K
$410K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
78+ 0.2% |
$7.75K - $9.18K
|
39.8K
$4.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
78+ 6.74% |
$7.75K - $9.18K
|
1.24K
$132K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
75+ 1.48% |
$7.45K - $8.83K
|
5.16K
$551K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
75+ 0.16% |
$7.45K - $8.83K
|
46.3K
$4.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
75+ 625.0% |
$7.45K - $8.83K
|
87
$9.29K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
75+ 0.45% |
$7.45K - $8.83K
|
16.6K
$1.77M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
69+ 2.41% |
$6.86K - $8.12K
|
2.93K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
68+ 1.03% |
$6.76K - $8K
|
6.69K
$715K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
67+ 0.2% |
$6.66K - $7.89K
|
34.3K
$3.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
66+ 0.2% |
$6.56K - $7.77K
|
32.8K
$3.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
66+ 1.56% |
$6.56K - $7.77K
|
4.3K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
66+ 2.9% |
$6.56K - $7.77K
|
2.34K
$250K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
65+ 0.34% |
$6.46K - $7.65K
|
19.4K
$2.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
63+ 1.97% |
$6.26K - $7.42K
|
3.26K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
63New |
$6.26K - $7.42K
|
63
$6.73K
|